Request Management

Requests are the operational engine of SlapFive. A request represents a customer advocacy action.

Examples include: • Reference calls • Customer quotes • Reviews • Surveys • Referrals • Speaking opportunities • Case study participation Request Lifecycle - A standard request usually follows this process: 1. Request creation 2. Internal review or approval 3. Advocate matching 4. Outreach and coordination 5. Fulfillment 6. Reporting and tracking Manual vs Automated Matching Some organizations manually select advocates, while others automate matching based on profile data and segmentation rules. Visibility Across Teams Sales, marketing, customer success, and advocacy teams may all interact with requests differently. Proper visibility settings ensure teams can collaborate efficiently while protecting customer data. Best Practices • Create clear request descriptions • Define approval ownership • Set realistic timelines • Track fulfillment outcomes • Monitor request completion rates